S

{{ schedTitle }}

{{ schedDateLabel }}Today

Follow-ups

{{ of.name }}

{{ of.name }}

{{ of.address }}

{{ of.phone }} · {{ of.hours }}

{{ of.pharmacyName }} · assigned rep {{ of.primaryRep }}

{{ r.short }}{{ r.label }}· {{ r.statusLabel }}

{{ r.sub }}

A visit for one pharmacy never clears another pharmacy's overdue relationship. Choose the relationships covered when you log the report.

Directions Log report Add follow-up

{{ of.primary.name }}Primary contact

{{ of.primary.role }} · {{ of.primary.phone }}

“{{ of.primary.note }}”

No office contact on file.

Other staff ({{ of.othersN }}) {{ othersChevron }}

{{ ct.name }} · {{ ct.role }}

{{ p.name }}

{{ p.specialty }} · {{ p.offices }}

› + Add contact details

Visit context

Latest report · {{ of.lastOutcome }} · waiting to sync

{{ of.lastNotes }}

{{ readFullLabel }}

Author {{ of.lastAuthor }} · {{ of.lastWhen }} · Outcome {{ of.lastOutcome }} · counts as a qualifying visit. Edits keep the same report with history.

Latest attempt

{{ of.attemptText }}

{{ of.attemptNotes }}

Open follow-ups

{{ f.desc }}

Due {{ f.due }} · {{ f.owner }}

Earlier activity

{{ a.title }}Waiting to sync

{{ a.sub }}

{{ a.notes }}

{{ olderLabel }}

{{ a.title }}

{{ a.sub }}

{{ a.notes }}

{{ pv.name }}

{{ pv.name }}

{{ pv.specialty }} · Provider

Office context

Showing {{ pv.scopeName }}. Visits are logged per office; a provider-wide view never counts as visiting every location. This provider also practices at {{ pv.otherTerritoryN }} office(s) outside your assigned accounts; those offices, metrics and activity are not shown.

{{ o.name }}

{{ o.cv.label }} · {{ o.cv.lastText }}

›

{{ ct.name }}

{{ ct.role }} · office contact

+ Add follow-up for this provider

Report

{{ rd.outcome }}

{{ rd.office }} · {{ rd.provs }}

{{ rd.when }} · {{ rd.author }} · {{ rd.version }}

{{ rd.notes }}

Follow-up

{{ fd.desc }}

{{ fd.where }}

Weekly field brief

Summit Compass · your week, prepared

{{ rb.weekLabel }}

{{ rb.versionText }}

Focus this week

Before leaving: {{ rb.materials }}

Stop briefs

{{ rb.asOf }}. Record each outcome once in the app; this brief is a preparation resource, not a reporting form. {{ demoLabel }}.

Log visit

Cancel

{{ pk.pharmacy }} · your assigned offices only

Today's stops

{{ o.name }}

{{ o.sub }}

{{ o.flag }}

{{ pk.listLabel }}

{{ o.name }}

{{ o.sub }} · {{ o.provs }}

{{ o.flag }}

No assigned office matches “{{ pk.q }}”.

Can't find it? Add office & log visit

Planning a visit that hasn't happened? Use Change today's plan instead.

Add office & log visit

Keep draft

Short intake, then the usual report. Details can be completed later; the encounter is what matters today.

Offline: office, report and follow-up save together on this device as one submission and sync once.

1 · Office or practice name · required

Looks like an office you already have?

{{ d.name }} · {{ d.sub }} · use it instead ›

Address incomplete

Marked for routing review · not routable until a suite/entrance is confirmed.

2 · Pharmacy relationship{{ ik.pharmacy }}derived from your account · one proposed relationship

3 · Providers

{{ m.label }}

×

+ Another provider Choose a provider you already work with{{ p.name }}

Adds a new office relationship for the same provider identity; prior prescriptions are not moved.

4 · Who you spoke with

Name not obtained

More details · hours, preferred visit times, office phone, access {{ ik.moreChevron }}

{{ ik.error }}

Continue to the visit report ›

Draft is kept if you leave this step.Discard draft

Suggest a correction

Cancel

{{ cr.office }} · {{ cr.current }}

{{ t.t }}

Send for review

{{ cp.title }}

Cancel

{{ cp.statusLabel }}

{{ cp.restoredNote }}Discard

You're offline. The report saves on this device and syncs once when you reconnect.

Office · required · {{ cp.pharmacyName }} relationship (derived from your account, not a choice)

New office: {{ cp.intakeName }}

{{ cp.pharmacyName }} · provisional profile and review item are created with this report

Choose an office{{ o.name }}

{{ cp.extraNote }}

{{ cp.stopNote }}

Provider(s) · optional, leave empty for an office-level report

{{ p.name }}

Visit date

Time

Backdated entry · shown as recorded today for a past visit

Outcome · required

{{ o.label }}

Pharmacy relationship(s) this encounter covered · prefilled from the route objective

{{ r.name }}

{{ cp.relNote }}

Did you speak with someone at the office in person? · decides coverage

Yes · counts as a visitNo · attempted

{{ cp.effect }}

Reported hours issue · flag for review

Your observation is labeled as rep-reported; official hours change only after management review.

Already open for this office · avoid duplicates

{{ f.desc }} · {{ f.owner }} · due {{ f.due }}

Notes · optional

Interaction mode

{{ im.label }}

People spoken with · independent contact facts

{{ ct.label }}

Named contacts

Name not in the list · add without resolving identity

ProviderStaffNot sureAdd

{{ pc.name }} · {{ pc.roleLabel }} · identity pendingRemove

Context providers · may differ from the spoken-to providers above

Context: {{ ct.label }}

Activities

{{ ct.label }}Event timezone

Original occurrence time and office are preserved. Date corrections need a separate audited contract.

Observations · optional, comparable across visits

{{ ob.label }}

Next action · one explicit choice

{{ nc.label }}

{{ cp.nextNote }}

Needs management attention · optional

{{ ac.label }}

Saved with this report as one operation for management review. It does not move, remove or publish a stop.

Topics or barriers · optional

{{ t.t }}

{{ cp.naTitle }}{{ cp.naChevron }}

{{ u.name }}

{{ naReminderLabel }}

{{ cp.error }}

{{ cp.saveLabel }}

Saving twice never creates two visits. Edits keep the same report with history.

{{ fs.title }}

Cancel

{{ fs.statusLabel }}

{{ fs.restoredNote }}Discard

Office · required Choose an office{{ o.name }} Provider · optional Office-level{{ p.name }} Description Owner {{ u.name }}

{{ fs.ownerNote }}

Due date

Time · optional

Due timezone{{ fs.reminderLabel }}

{{ fs.error }}

{{ fsSaveLabel }}

Report an issue to management

Cancel

{{ fg.officeName }} · reviewed by {{ fg.pharmacyName }} management. A request never moves, removes or publishes a stop; management republishes the plan.

Office · requiredChoose an office{{ o.name }} What needs attention · required

{{ ch.label }}

{{ fg.error }}

{{ fg.saveLabel }}

In-app status only; no email or push is sent. You will see management's decision in Today and the account briefing.

Suggest a cadence change

{{ cd.officeName }} · {{ cd.current }}. Management controls visit frequency; this sends your observation and request to them.

Visit every (days)

Grace period (days)

{{ cd.preview }}. Past visits are unchanged.

CancelSend to management

Filter & sort

Done

Providers · filters combine with medications

{{ p.name }}

Medications

{{ m.name }}

Group by

{{ g.label }}

Sort by · changes order only

{{ g.label }}

Clear filters · back to office-wide view

Route revision {{ rv.version }} from management

{{ rv.changes }}

Kept as recorded: {{ rv.done }}

Added by management: {{ rv.added }}

No longer on the plan: {{ rv.removed }}

Keep my plan todayApply revision

Either choice is recorded for management. Completed stops are never duplicated or removed.

Place {{ pl.office }} on a day

Adds the stop to that day's route (or a rep-added day) and resolves the reschedule item; the original reason stays in history.

{{ o.label }}

Cancel

Reorder from here

{{ ro.startLabel }} → remaining stops → {{ ro.endLabel }}. Finished and attempted stops stay as recorded.

Assumptions (editable placeholders, not confirmed policy): workday ends 5:00 PM · 25 min per visit · office hours from the profile · no fixed appointments today · return point is display text in this prototype and does not change the estimate.

Start point · location is off{{ o.name }} Visit this office first · optional

{{ o.name }}

Return point · today

Preview · estimates, not guaranteed arrivals

{{ $index }}. {{ l.name }}{{ l.drive }} min drive · arrive {{ l.eta }}{{ l.overText }}

Then {{ ro.homeDrive }} min to return point · estimated finish {{ ro.finish }} · {{ ro.totalDrive }} min total driving

Doesn't fit before 5:00 PM: {{ ro.deferred }} would move to “To reschedule” · nothing is dropped silently.

CancelUse this route

Simulated straight-line estimates on synthetic coordinates. Management sees the change with your name and time.

Change today's plan

Put an urgent office first, then rebuild the rest of the day around it from {{ cpn.startLabel }}.

Urgent office · your assigned accounts only

{{ o.name }}

Nearby assigned offices that fit the remaining day · optional {{ o.name }}

{{ o.reason }}

{{ o.distText }}

Preview

{{ $index }}. {{ l.name }}{{ l.drive }} min · arrive {{ l.eta }}{{ l.overText }}

Then {{ cpn.homeDrive }} min to {{ cpn.endLabel }} · estimated finish {{ cpn.finish }}

Moved to “To reschedule” (not visited, not deleted): {{ cpn.displacedText }}

CancelUse this plan

No approval wait. Completed work stays; management sees the new plan and the reschedule queue.

Directions to {{ dirName }}

{{ dirReason }}

Simulated handoff · nothing leaves this prototype. Coordinates in the demo are approximate and not real office locations.

{{ dirAddress }}

Google Maps opens in a new tab. Opening directions does not log a visit or change your plan.

Open in Google Maps Back to app

Allow reminders?

Summit Field Intel would send a notification when a follow-up is due. The notification says only “You have a follow-up due” and opens the task. Simulated system prompt.

Don't allowAllow

Skip this stop?

The stop is marked Skipped for today's route. Office coverage and due dates don't change. If you tried and the office was closed, log an “Office closed” report instead so the attempt is on record.

CancelSkip stop

{{ toast.msg }}

Unsaved changes

Your draft is kept. Close anyway?